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Original filing (PDF)20250731083146NAL0002926707001
VALLEY PACKAGING CORP.
Form 5500
FILING_RECEIVED
VALLEY PACKAGING CORP. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
134
Accounts w/ balance
103
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
How this plan invests
This plan
1 pooled trust
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALLEY PACKAGING CORP..
Plan sponsor
Name
VALLEY PACKAGING CORP.
EIN
62-1210397
Address
2431 MINOR HILL HWY · PULASKI, TN · 38478
Phone
(931) 363-8625
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KRAFTCPAS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
Investments
43 direct securities · 1 pooled fund· $11.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$10.3M
42 holdings
Common Collective Trust
$772K
1 holding
Mutual Funds
$13K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Metropolitan West Total Return Fund | — | — | — | $1.4M | 13.9% | |
| Fidelity Contrafund | — | — | — | $1.4M | 13.8% | |
| Fidelity 500 Index Fund | — | — | — | $909K | 8.8% | |
| Collective investment fund Galliard Stable Return Fund M | — | — | — | $772K | 7.5% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $772K | 7.5% | |
| T. Rowe Price Retirement 2035 | — | — | — | $698K | 6.8% | |
| T. Rowe Price Retirement 2030 | — | — | — | $601K | 5.8% | |
| T. Rowe Price Retirement 2040 | — | — | — | $599K | 5.8% | |
| Fidelity Select Technology Portfolio | — | — | — | $346K | 3.4% | |
| T. Rowe Price Equity Income Fund | — | — | — | $341K | 3.3% | |
| T. Rowe Price Retirement 2050 | — | — | — | $317K | 3.1% | |
| T. Rowe Price Retirement 2045 | — | — | — | $290K | 2.8% | |
| T. Rowe Price Retirement 2060 | — | — | — | $238K | 2.3% | |
| T. Rowe Price Retirement 2025 | — | — | — | $216K | 2.1% | |
| maturities through 2029; secured by participant account balances -0- | — | — | — | $166K | 1.6% | |
| Fidelity Government Income Fund | — | — | — | $157K | 1.5% | |
| Fidelity Low-Priced Stock Fund | — | — | — | $150K | 1.5% | |
| Franklin Mutual European Fund | — | — | — | $125K | 1.2% | |
| Virtus Ceredex Mid Cap Value Fund | — | — | — | $119K | 1.2% | |
| BlackRock Health Sciences Opportunities Fund | — | — | — | $117K | 1.1% | |
| MFS Mid Cap Growth Fund | — | — | — | $111K | 1.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $103K | 1.0% | |
| Invesco Developing Markets Fund | — | — | — | $103K | 1.0% | |
| Fidelity International Index Fund | — | — | — | $103K | 1.0% | |
| T. Rowe Price Dividend Growth Fund | — | — | — | $102K | 1.0% | |
| Brown Capital Management Small Company Fund | — | — | — | $95K | 0.9% | |
| Fidelity Overseas Fund | — | — | — | $93K | 0.9% | |
| Fidelity International Small Cap Opportunities Fund | — | — | — | $75K | 0.7% | |
| Harbor International Fund | — | — | — | $68K | 0.7% | |
| Fidelity Extended Market Index Fund | — | — | — | $49K | 0.5% | |
| MFS Utilities Fund | — | — | — | $47K | 0.5% | |
| Invesco Energy Fund | — | — | — | $46K | 0.4% | |
| PIMCO Comm REL Return A | — | — | — | $46K | 0.4% | |
| AM Cent Small Cap Value Inv | — | — | — | $44K | 0.4% | |
| Cohen & Steers Realty Shares Fund | — | — | — | $39K | 0.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $39K | 0.4% | |
| T. Rowe Price Retirement 2055 | — | — | — | $28K | 0.3% | |
| Fidelity Balanced | — | — | — | $24K | 0.2% | |
| T. Rowe Price Retirement 2015 | — | — | — | $21K | 0.2% | |
| EV Fund Boston A | — | — | — | $16K | 0.2% | |
| PGIM Jennison Financial Services Fund | Mutual Funds | — | — | $13K | 0.1% | |
| PIMCO Real Return Bond Fund | — | — | — | $8K | <0.1% | |
| BR Strat Global Bond Inst | — | — | — | $4K | <0.1% | |
| T. Rowe Price Retirement 2020 | — | — | — | $3K | <0.1% |
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